Countryside Financial Services - Santa Cruz, California

Okay, here’s a comprehensive overview of Countryside Financial Services, presented in a formal and helpful tone, designed to be informative and recommendable:

Countryside Financial Services: A Trusted Financial Partner

Countryside Financial Services is a dedicated and experienced financial firm located in Santa Cruz, California. Situated at 411 Kelly Ln, Santa Cruz, CA 95060, and reachable by phone at 8314646464, the firm offers a range of financial services tailored to meet the diverse needs of individuals and families. They specialize in acting as a Financial Consultant, a Financial Planner, and a Mortgage Broker, providing a holistic approach to managing financial well-being.

Key Specializations and Services

Countryside Financial Services distinguishes itself through its expertise in several key areas. As a Financial Consultant, they provide impartial advice on a broad spectrum of financial matters, helping clients navigate complex decisions regarding investments, retirement planning, and insurance. Their role as a Financial Planner emphasizes long-term strategy, building personalized plans designed to achieve clients’ specific goals, whether it’s securing a comfortable retirement, funding education, or safeguarding assets. Furthermore, their designation as a Mortgage Broker allows them to connect clients with a variety of mortgage lenders, securing the most favorable terms and conditions for their home financing needs.

Accessibility and Customer Experience

Countryside Financial Services prioritizes accessibility and a positive client experience. The office is Wheelchair accessible, featuring a Wheelchair accessible entrance, Wheelchair accessible parking lot, and a Wheelchair accessible restroom. A Restroom is also available. Appointments are highly recommended to ensure dedicated attention and a thorough consultation. The firm’s commitment to clear communication is evident, with Donald Dimitruk, highlighted by client feedback, demonstrating a proactive approach to keeping clients informed throughout the process. His dedication to going the “extra mile” to facilitate transactions speaks volumes about the firm's ethos.

Client Feedback and Reputation

Countryside Financial Services currently boasts 1 review on Google My Business, all receiving an impressive Average opinion of 5/5. This exceptional rating suggests a consistently positive experience for clients. The feedback strongly emphasizes the firm's professionalism, knowledge, and genuine care for clients’ financial futures, particularly regarding complex products like Reverse Mortgages. It appears a significant portion of their clientele finds peace of mind knowing their financial future is being carefully managed.

Recommended Information for Prospective Clients

• Contact Information: 411 Kelly Ln, Santa Cruz, CA 95060; 8314646464
• Website: (Currently Unavailable - Check for updates)
• Services Offered: Financial Consulting, Financial Planning, Mortgage Brokerage
• Accessibility: Fully wheelchair accessible
• Recommendation: Appointments are strongly encouraged to maximize the value of your consultation.

👍 Reviews of Countryside Financial Services

Sue K.

5/5

Donald Dimitruk was extremely helpful, professional and very knowledgeable about
a Reverse Mortgage. My husband and feel so much a sense of ease, knowing
our future will now be comfortable.

I would highly recommend Donald for he cares and wants to make a difference to
us seniors. He went the extra mile to make this transaction come together. Donald
was very good at communicating and keeping us aware of each step.

I so recommend Donald to anyone who is giving some thought to a Reverse Mortgage.